Pre-Visit Checklist

What To Bring With You

Review the following checklist before you come to see us:

To ensure that we have everything we need to process your tax return quickly, make sure that you bring EVERYTHING THAT APPLIES to your situation.

Here's the short, less complicated tax return list:

• Drivers license, Social Security card and date of birth for taxpayer and spouse

• Social Security card and date of birth for all dependents

• W-2's

• Prior year tax return

• Forms 1099-Misc. (Independent Contractor Income)

Please review the rest of this list to see if anything applies to your tax situation:

• All 1099-INT, 1099-DIV, 1099-B, 1099-PATR statements

• Form 1098 – G (Unemployment Compensation Form). This may vary by state so bring in whatever form the state uses to report unemployment compensation benefits.

• SS-5 Social Security Benefits Statement

• Mortgage interest statement

• Interest paid on student loans

• Real Estate Tax and Personal Property Tax Statements

• Income and Expenses from a business you own

• Basis of stocks sold

• Form 8832 or Divorce decree for non-custodial parent claiming a dependent child

• Schedule K-1 from partnership, s-corporation, or a trust

• Rent income and expenses for rental units

• Nonresident Aliens need to bring in their Visa and Passport and any work authorization documentation

• Estimated tax payment amounts

• Alimony paid and received

• 1099-R - Pension and Annuity income

• If part-year Texas resident, need the date you moved into the state and the date in other states if we are going to prepare the state returns.

• Royalty amounts

• Housing allowance amounts for ministers

• Stock Appreciation Rights (stock options)

• Medical, business, and charitable mileage

• Any form that says "Do not throw away, Tax Document"